Retirement plan

SAN DIEGO HUMANE SOCIETY AND SPCA TAX DEFERRED ANNUITY PLAN

Name: SAN DIEGO HUMANE SOCIETY S.P.C.A. - SAN DIEGO HUMANE SOCIETY AND SPCA TAX DEFERRED ANNUITY PLAN (2016) Form 5500
Creator: SAN DIEGO HUMANE SOCIETY S.P.C.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN DIEGO HUMANE SOCIETY AND SPCA TAX DEFERRED ANNUITY PLAN, SAN DIEGO HUMANE SOCIETY S.P.C.A.

SAN DIEGO HUMANE SOCIETY S.P.C.A.EIN 95-1661688Plan #002PY 2016

5500 GAINES STREET - SAN DIEGO, CA 92110619-299-7012sdhumane.orgLinkedIn501-1000 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$7.2M

No prior year

Total participants

484

No prior year

Average account balance

$17,522

No prior year

Annual return

1.39%

No prior year

Benchmarks

See 783 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort783 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$28.58M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$62K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

461

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

45.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.25%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$108

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2M3D

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$16 / participant

Investment mgmt$5K100.0%

% of EOY assets

0.068%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS-ADAMS, LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,522

$39,859-56.0%

$78,676-77.7%

$57,658-69.6%

Participation rate

76.5%

66.1%+10.4pp

73.6%+2.9pp

70.2%+6.3pp

Annual return

1.39%

18.96%-17.6pp

62.19%-60.8pp

5.13%-3.7pp

Employer contribution / active EE

$1,274

$1,786-28.7%

$2,850-55.3%

$1,974-35.5%

Participant deferral / active EE

$1,646

$2,248-26.8%

$3,517-53.2%

$3,061-46.2%

Admin fee / account holder

$12

$76-84.3%

$4,510-99.7%

$95-87.4%

SAN DIEGO HUMANE SOCIETY AND SPCA TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN DIEGO HUMANE SOCIETY AND SPCA TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion